Guardian Investor Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $380K | Buy |
10,647
+78
| +0.7% | +$2.78K | 0.3% | 81 |
|
|
2014
Q4 | $410K | Sell |
10,569
-293
| -3% | -$11.4K | 0.32% | 80 |
|
|
2014
Q3 | $375K | Buy |
10,862
+428
| +4% | +$14.8K | 0.3% | 82 |
|
|
2014
Q2 | $337K | Sell |
10,434
-250
| -2% | -$8.08K | 0.26% | 95 |
|
|
2014
Q1 | $333K | Sell |
10,684
-459
| -4% | -$14.3K | 0.26% | 93 |
|
|
2013
Q4 | $349K | Buy |
11,143
+150
| +1% | +$4.7K | 0.27% | 89 |
|
|
2013
Q3 | $296K | Sell |
10,993
-159
| -1% | -$4.28K | 0.25% | 93 |
|
|
2013
Q2 | $272K | Buy |
+11,152
| New | +$272K | 0.23% | 100 |
|